Executive Financial Advisor jobs in George

Closing Date 2023 / 03 / 31 Reference Number MMH230306-13 Job Title Financial Advisor - Cape South Coast Position Type Permanent Role Family Sales Cluster Metropolitan Life Remote Opportunity None of the time Location - Country South Africa Location - Province Western Cape Location - Town / City George Introduction Metropolitan is one of the oldest financial services brands in South Africa. With...

Role Overview The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of customers who entrust their financial futures to them. The role requires formal in-house training, completion of prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority, and...

Financial Advisor Job Description The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of customers who are entrusting their financial futures to them. This role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs,...

A leading insurance company is seeking self-motivated and dynamic individuals to join their team in George, South Africa. The role involves championing customers' financial goals, advising on financial needs, and expanding sales with existing clients. Candidates should have at least 24 months of financial industry experience, a Senior Certificate, and a valid driver's license. Join the journey to...

A leading financial institution seeks a dedicated professional in George, Western Cape, to enhance customer experience and achieve sales targets. You'll provide tailored financial solutions and support clients in maximizing their revenue potential. Responsibilities include building strong stakeholder relationships and adhering to company policies to ensure service delivery quality. The ideal...

A leading financial institution seeks a Support Advisor to deliver excellent service and foster positive client relationships. This role involves assisting with sales, analyzing client portfolios, and ensuring compliance with company guidelines. The ideal candidate will have strong communication skills and a focus on achieving financial targets. Responsibilities include managing existing clients...

A leading financial institution in South Africa seeks a Private Wealth Advisor to provide exceptional client service and financial solutions. The ideal candidate will manage a diverse portfolio and leverage their knowledge in financial markets, investment strategies, and wealth management. They should possess a relevant degree along with 3 to 5 years of experience in the financial services...

A prominent financial institution is seeking a Support Advisor in George, Western Cape. The role involves providing excellent service and sales support, optimizing client relationships, and contributing to profit growth through proactive engagement and analysis of client portfolios. Ideal candidates will demonstrate exceptional service delivery and an ability to manage and grow the customer base...

A leading financial institution in South Africa is seeking a Private Wealth Advisor to deliver exceptional financial solutions to clients. The ideal candidate should have a relevant degree, 3 to 5 years of experience in financial planning or wealth management, and possess excellent project management and client relationship skills. This role offers the opportunity to work with diverse clients...

A leading financial institution in South Africa seeks a Support Advisor to provide excellent service and solutions to clients. The role requires engaging with customers to grow the client base and support profit growth through effective sales strategies. Candidates should have strong customer service skills and a desire to optimize client satisfaction. The position is full time and located in...

A leading financial services institution in Western Cape is seeking an experienced financial advisor to provide tailored life assurance solutions and manage client portfolios. The ideal candidate should have expertise in client relationship management and the ability to conduct financial needs analyses. This position offers an opportunity to substantially grow a personal book of business within a...

A prominent financial services institution in South Africa is seeking a Private Wealth Advisor who will deliver exceptional experiences to clients. The ideal candidate should have a relevant degree and 3 to 5 years of experience in Investment or Wealth Management. Responsibilities include providing tailored financial solutions, conducting client reviews, and achieving sales targets. This position...

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Private Wealth Advisor Welcome to FNB, the home of the #changeables. We design for the...

A leading financial services firm is seeking a Private Wealth Advisor to provide exceptional banking solutions and financial advice to clients. The ideal candidate will have 3-5 years of experience in wealth management and a relevant finance degree. Responsibilities include managing a client portfolio, conducting reviews, and driving revenue growth while ensuring adherence to regulatory...

A leading financial institution in George, South Africa is seeking a Support Advisor FAIS. The role involves providing excellent customer service and support, ensuring client satisfaction while contributing to business growth through effective sales strategies. Candidates should have a strong background in customer service, a proactive approach to client engagement, and the ability to manage...

Job Overview The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families' financial futures to them. At a glance, it is about championing our valued customers to achieve their lifetime goals by identifying their...

A prominent financial institution is seeking a Private Wealth Advisor in George, Western Cape. The role involves delivering tailored financial solutions to clients, conducting reviews, and identifying growth opportunities. Ideal candidates will have a relevant degree and 3-5 years of experience in wealth management or financial advisory. Strong skills in client relationship management and...

A leading financial services company is seeking a Financial Advisor for the Cape South Coast region. This permanent role involves attracting and retaining clients by providing tailored financial advice and selling a range of financial products. Candidates should possess a relevant degree and have 1-2 years of experience in a financial advisory role. Strong communication and interpersonal skills...

A financial services provider in George seeks a Financial Advisor to manage high-income client relationships and offer expertise in investments and estate planning. The ideal candidate should hold a relevant degree and have 3-5 years of experience as a Wealth Manager. Responsibilities include developing financial plans, analyzing investment opportunities, and ensuring compliance with regulations....

A leading banking institution in South Africa is seeking a Support Advisor FAIS to deliver exceptional service and solutions to customers. The role involves engaging with clients to enhance their banking experience, identifying sales opportunities, and managing client portfolios effectively. Ideal candidates will have a background in customer service and banking. This position offers a full-time...